Purchases and Sales Made in Q3 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.43K- 2.03% |
$140K - $148K
|
117K
$6.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.48K- 25.29% |
$143K - $151K
|
7.33K
$426K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 5.49% |
$145K - $152K
|
43K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.54K- 3.76% |
$147K - $154K
|
64.9K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.61K- 6.0% |
$151K - $159K
|
40.9K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.64K- 22.9% |
$152K - $160K
|
8.87K
$515K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.69K- 2.35% |
$155K - $163K
|
111K
$6.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.73K- 1.31% |
$158K - $166K
|
206K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.05K- 24.36% |
$177K - $186K
|
9.48K
$551K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.22K- 13.37% |
$186K - $196K
|
20.8K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.28K- 6.75% |
$190K - $199K
|
45.3K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.37K- 5.95% |
$194K - $205K
|
53.2K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.48K- 45.01% |
$201K - $211K
|
4.25K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.57K- 4.3% |
$206K - $217K
|
79.4K
$4.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.79K- 4.56% |
$219K - $230K
|
79.3K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.1K- 4.0% |
$237K - $249K
|
98.5K
$5.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-4.15K- 2.17% |
$240K - $252K
|
187K
$10.8M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.39K- 5.47% |
$254K - $267K
|
75.8K
$4.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-4.5K- 2.52% |
$260K - $274K
|
174K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.61K- 74.96% |
$266K - $280K
|
1.54K
$89.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.75K- 47.9% |
$274K - $288K
|
5.16K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.78K- 0.65% |
$276K - $291K
|
729K
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 2.93% |
$281K - $296K
|
161K
$9.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.89K- 11.65% |
$283K - $297K
|
37.1K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.08K- 85.21% |
$294K - $309K
|
882
$51.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.1K- 13.45% |
$295K - $310K
|
32.8K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.17K- 59.91% |
$299K - $314K
|
3.46K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-5.35K- 5.23% |
$309K - $325K
|
96.8K
$5.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5.58K- 1.9% |
$323K - $339K
|
288K
$16.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.6K- 23.48% |
$324K - $341K
|
18.3K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.14K- 22.6% |
$355K - $373K
|
21K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.36K- 9.19% |
$368K - $387K
|
62.8K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.9K- 6.21% |
$399K - $420K
|
104K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7.53K- 73.67% |
$435K - $458K
|
2.69K
$156K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-7.6K- 36.75% |
$439K - $462K
|
13.1K
$759K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.92K- 8.52% |
$458K - $481K
|
85K
$4.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-8.16K- 42.12% |
$472K - $496K
|
11.2K
$651K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.9K- 26.63% |
$514K - $541K
|
24.5K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-9.14K- 62.38% |
$528K - $556K
|
5.51K
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.35K- 10.46% |
$540K - $568K
|
80.1K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.93K- 11.64% |
$574K - $604K
|
75.3K
$4.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11.2KClosed |
$646K - $680K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.2K- 27.15% |
$649K - $683K
|
30.1K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-11.7K- 60.83% |
$677K - $712K
|
7.54K
$438K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-11.9K- 4.43% |
$688K - $724K
|
257K
$14.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 12.65% |
$701K - $738K
|
83.8K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-12.7K- 15.18% |
$735K - $774K
|
71.1K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13K- 34.15% |
$753K - $793K
|
25.1K
$1.46M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-14.2K- 6.1% |
$820K - $863K
|
218K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-15.2K- 20.01% |
$876K - $921K
|
60.6K
$3.52M
|